Wealth Enhancement Advisory Services
SHEL icon

Wealth Enhancement Advisory Services’s Shell SHEL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,000
Closed -$6.3K – 3097
2024
Q3 		$6.3K Hold
9,000
– – ﹤0.01% 2738
2024
Q2 		$3.83K Hold
9,000
– – ﹤0.01% 2554
2024
Q1 		$13.3K Hold
9,000
– – ﹤0.01% 2396
2023
Q4 		$23.6K Buy
+9,000
New +$591K ﹤0.01% 2247

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHEL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Shell (SHEL) stake by 3.9% in Q2 2026, buying an estimated $479K and bringing the position to 147,976 shares worth $12M. The position accounts for 0.02% of the portfolio, ranked #601.

Wealth Enhancement Advisory Services first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. The position peaked at $32.2M in Q2 2024. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 147,976 shares of Shell worth $12M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,553 Shell shares in Q2 2026, an estimated $479K.
  • Shell made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #601 holding.
  • Wealth Enhancement Advisory Services first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • Wealth Enhancement Advisory Services's Shell position peaked at $32.2M in Q2 2024.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.